
OIG's vision is for every high-net-worth investor to have access to institutional-grade investment strategies that seek to outperform traditional wealth management approaches. OIG's mission is to deliver exceptional returns through proprietary trading methodologies and personalized portfolio management.
Using our proprietary macro, micro, and technical analysis, we focus on concentrated stock positions in sectors we believe will dramatically outperform over a 3-5 year time frame.
We invest in liquid stocks, allowing us to exit markets quickly when our market analysis recognizes potential severe market corrections.
Dedicated relationship management with direct access to our investment team, providing personalized attention that traditional firms cannot match.
Proprietary algorithms and market analysis tools that identify opportunities traditional methods miss.
Strategic portfolio construction with optimal position sizing and dynamic rebalancing.
Real-time market monitoring seeks to ensure your portfolio stays ahead of market shifts.
OIG's approach delivers institutional-quality investment management with boutique-level service, combining sophisticated strategy execution with transparent reporting and direct access to our team.
These testimonials are from real OIG clients who have experienced our personalized wealth management approach firsthand. No one was compensated for these testimonials.
"Working with OIG has been an excellent experience from start to finish. Their team has consistently demonstrated a high level of performance, exceeding expectations and delivering results that align perfectly with my goals. The dedication, expertise, and attention to detail shown throughout our engagement highlight the quality of their work and the value they bring to the table.
Equally impressive has been the level of service provided. Jason Adams and his team are highly responsive, professional, and attentive to my needs. Communication is always clear and timely, and their ability to provide thoughtful guidance while addressing questions or concerns promptly has created a strong sense of trust and reliability.
In general, I would not hesitate to recommend Jason Adams and the OIG team for anyone seeking trusted investment support. Their combination of excellent performance, responsive service, and professional conduct makes them a partner that can be relied upon to deliver meaningful results."
Jim W.
✓ Verified Client
Live portfolio monitoring with detailed performance metrics and risk analysis
Dedicated communication channels with senior investment professionals
Comprehensive monthly reports and quarterly performance reviews
Our exclusive approach combines innovative strategy with personalized service
Exclusive trading algorithms developed by our expert team
Advanced risk controls seek to protect your wealth in all market conditions
Dedicated relationship managers for personalized attention
Targeted outperformance with transparent reporting